CRM Fundamentals Rel 9.1

The CRM Fundamentals Rel 9.1 course will provide you with a solid grounding in the concepts and tasks you will need to work with many PeopleSoft Enterprise CRM applications. Much of the information you will learn will carry over into multiple applications--for example, you will learn to navigate and customize your interface, the basics on integration and configuration, and how to use 360-Degree Views, a powerful tool that helps you to manage and update information about the people (customers, workers, and students) in your system.

The largest portion of the course is devoted to PeopleSoft Enterprise CRM concepts that you will use often. You'll learn how to work with customers, contacts, and workers. You'll learn how to create and manage products and track installed products. You will also work with CRM worklists and manual notifications so you and your team can keep up-to-date on completed tasks and those still waiting to be done. When you complete this course, you will have a good understanding of concepts that are important to much of PeopleSoft Enterprise CRM.

• Manage customers, contacts, and workers
• Create, define, and track products
• Manage worklists and send notifications
• Work with the 360-degree view
• Evaluate integration, configuration, and automation options
• View, modify and describe tables

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.